Financial Solutions Advisor

2 days ago


Charlotte, North Carolina, United States Bank of America Full time
Job Title: Financial Solutions Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

We are seeking a Financial Solutions Advisor to join our team. As a key member of our Consumer Investments group, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Key responsibilities include:

  • Triage client leads and make referrals to business partners based on client needs and asset thresholds
  • Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
  • Apply and expand knowledge by completing required licenses and trainings
  • Mitigate and control risk as part of daily activities
  • Identify and engage potential new clients through referrals or financial center clientele
  • Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required qualifications include:

  • Currently holds Series 7 & 65 in lieu of 66) licenses
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Ability to set and accomplish goals, achieve whatever you put your mind to, build and nurture strong relationships, collaborate effectively with others, communicate effectively and confidently, and manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment

Desired qualifications include:

  • Strong computer skills with an ability to multitask in a demanding environment
  • At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
  • Obtained your insurance licenses

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

We are an equal opportunity employer and welcome applications from diverse candidates.


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